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Jay David Slade

Flagstar Advisors

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About Jay David Slade

Jay Slade is an investment advisor representative at Flagstar Advisors, based in Brooklyn, NY. Jay has been in the financial services industry since 1992. Jay is registered to provide investment advice in several states, including New Jersey, New York, and Colorado. Jay specializes in providing investment advice to individuals, corporations, and other businesses, including charitable organizations, pension and profit-sharing plans, and high-net-worth individuals. Jay has experience with a wide range of investment products and services, including portfolio management, financial planning, and selection of other advisors. Jay is committed to providing clients with personalized investment advice and guidance to help them achieve their financial goals.

Firm Information

Jay Slade is currently registered with Flagstar Advisors. Flagstar Advisors is an investment advisor headquartered in New York, NY. The firm was formed in May 2000 and has 30 licensed agents, 36 investment advisor representatives, and 45 registered representatives. The firm primarily advises individuals, high-net-worth individuals, corporations, pension and profit-sharing plans, charitable organizations, and individuals other than high-net-worth. Flagstar Advisors offers investment advisory services including portfolio management for businesses, individuals, and pension consulting. The firm also provides selection of other advisors. Flagstar Advisors manages over $966 million in discretionary assets for 1,588 accounts. They are registered with the SEC and in all 52 states and are a participant in the FINRA arbitration forum.
Flagstar Advisors

1400 BROADWAY

NEW YORK, NY 10018

$966.65M

Assets Under Management

Not reported

Total Clients

43

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Jay Slade’s Registration & Firm History

NY

01/08/2025 - Present

Flagstar Advisors (Brooklyn NY)

NY

01/01/2005 - 12/13/2016

HSBC SECURITIES (USA) INC. (BROOKLYN NY)

NY

12/02/2016 - 12/08/2016

SIGNATURE SECURITIES (Brooklyn NY)

NY

06/19/2000 - 01/01/2005

HSBC BROKERAGE (USA) INC. (NEW YORK NY)

NY

06/04/1997 - 06/19/2000

REPUBLIC FINANCIAL SERVICES CORPORATION (NEW YORK NY)

NY

10/10/1996 - 06/17/1997

GKN SECURITIES CORP. (NEW YORK NY)

NY

08/22/1995 - 10/04/1996

JOSEPH STEVENS & COMPANY, L.P. (BROOKLYN NY)

NY

03/03/1995 - 08/25/1995

MEYERS POLLOCK ROBBINS, INC. (NEW YORK NY)

NJ

10/10/1994 - 03/06/1995

A.S. GOLDMEN & CO., INC. (RED BANK NJ)

NY

03/01/1994 - 08/25/1994

NEW ENGLAND SECURITIES (NEW YORK NY)

NJ

01/28/1992 - 07/07/1993

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

01/28/1992 - 07/07/1993

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

IA

Issued 02/18/2022

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/11/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 02/17/2004

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 12/27/2002

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 04/30/2001

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/08/1994

Series 7 - General Securities Representative Examination

BC

Issued 01/27/1992

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Jay David Slade. Review regulatory record here.
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